Theratechnologies Inc T.TH

Earning call

[scarlet1967]

 

One could expect better Egrifta sales due to improved "capabilities" and the weight loss angle etc. As for Trogarzo probably stagnated sales so not much to get excited about. They asked sometime in February for the type  A meeting with the FDA and apparently the regulator has to schedule that meeting within a month of the request unless sponsor request another date so by now they should probably have had that meeting so an update on their next move should be announced note the company said they don't think there will be a need for a new trial. The Trogarzo IM process is a bit of wonderland as they said  “We will now assess our options regarding this application.” I don't expect much from the part 3 phase1 oncology trial yet as they just starting the enrolment recently however they might be able to continue the enrolment for this group of patients faster as the drug was deemed safe on the lower dose and one can argue the efficacy should be increased on the higher dose thus easier to convince patients to participate. I believe if there has been any efficacy in the first group of patients they should reveal it in order to rejuvenate the interest in Sort1 platform among investors. Yes there have been few preclinical studies some directly linked to MOA of the PDC's targeted drug delivery and some( Combo with immunotherapy) not directly linked to the MOA.. but after all this time any progress in humans has naturally much more positive impact on the perception of their platform among investors, potential future partners..

So in my opinion the best scenario is increasing Egrifta sales transport communication about their plans of action for both F8 and Trogarzo IM and potentially some more information about the phase1 oncology trial rather than just enrollment status. Hopefully they would put up the corporate presentation back on the website before the call. I believe Theratechnologies should start understanding people don't invest in opacities.

[Qwerty54321]

Have people followed the story about USA gov attack on Wuxi?  

[palinc2000]

Not sure if the supply of Trogarzo is at risk?   https://seekingalpha.com/article/4668539-potential-us-targeting-casts-shadow-over-wuxi-apptec-family  

[SPCEO1]

Trogarzo is now mostly produced in South Korea and little, if any, supply comes from Wuxi now.

[Joemare]

Zero expectations. They won't deliver. Nothing will have moved.  Bunch of loser executives. Fours years too late. They have drained this company dry. How can a bozo like the president earn 2M$ per year and deliver RED on his corporate scorecard? He would have been fired a long time ago at Pfizer. 

[Trogarzon]

Amen to that.... investor wokeness kept them in place.  Employer of the year, embracing every cause out there in the name of correctness and marketing.  Anyway it's a month away from showing what we are made of as shareholders.  Only a miracle of biblic proportion could save the face of this management.